AADR vs. IVV
Compare and contrast key facts about AdvisorShares Dorsey Wright ADR ETF (AADR) and iShares Core S&P 500 ETF (IVV).
AADR and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AADR is an actively managed fund by AdvisorShares. It was launched on Jul 20, 2010. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
AADR vs. IVV - Performance Comparison
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AADR vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AADR AdvisorShares Dorsey Wright ADR ETF | -5.30% | 25.63% | 24.58% | 18.67% | -22.93% | 6.48% | 13.13% | 35.35% | -31.55% | 47.76% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, AADR achieves a -5.30% return, which is significantly lower than IVV's -4.38% return. Over the past 10 years, AADR has underperformed IVV with an annualized return of 8.92%, while IVV has yielded a comparatively higher 14.02% annualized return.
AADR
- 1D
- 4.25%
- 1M
- -13.57%
- YTD
- -5.30%
- 6M
- -5.74%
- 1Y
- 10.34%
- 3Y*
- 20.70%
- 5Y*
- 6.71%
- 10Y*
- 8.92%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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AADR vs. IVV - Expense Ratio Comparison
AADR has a 1.10% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
AADR vs. IVV — Risk / Return Rank
AADR
IVV
AADR vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Dorsey Wright ADR ETF (AADR) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AADR | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.97 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.49 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.53 | -1.04 |
Martin ratioReturn relative to average drawdown | 1.86 | 7.32 | -5.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AADR | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.97 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.70 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.78 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.42 | 0.00 |
Correlation
The correlation between AADR and IVV is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AADR vs. IVV - Dividend Comparison
AADR's dividend yield for the trailing twelve months is around 0.56%, less than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADR AdvisorShares Dorsey Wright ADR ETF | 0.56% | 0.49% | 1.33% | 0.74% | 3.65% | 0.92% | 0.11% | 0.58% | 0.75% | 0.74% | 0.58% | 0.81% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
AADR vs. IVV - Drawdown Comparison
The maximum AADR drawdown since its inception was -45.01%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AADR and IVV.
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Drawdown Indicators
| AADR | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.01% | -55.25% | +10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -19.30% | -12.06% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -24.53% | -10.27% |
Max Drawdown (10Y)Largest decline over 10 years | -45.01% | -33.90% | -11.11% |
Current DrawdownCurrent decline from peak | -15.87% | -6.26% | -9.61% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -10.85% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 2.53% | +2.62% |
Volatility
AADR vs. IVV - Volatility Comparison
AdvisorShares Dorsey Wright ADR ETF (AADR) has a higher volatility of 11.01% compared to iShares Core S&P 500 ETF (IVV) at 5.30%. This indicates that AADR's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AADR | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.01% | 5.30% | +5.71% |
Volatility (6M)Calculated over the trailing 6-month period | 17.34% | 9.45% | +7.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 18.31% | +7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 16.89% | +4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 18.04% | +4.09% |